Connect beatandraise and Guru
Integrate beatandraise with Guru to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular beatandraise + Guru flows
Start from a real workflow other teams are already running.
Choose a trigger
beatandraise
When this happens...
New Filing
New Insider Transaction
Choose an action
Guru
Automatically do this!
Create Card
Update Card
Delete Card
Ask a Question
Find answers
List Folders
List Cards
List Members
List Groups
List Collections
Create Card in Guru when New Filing in Beatandraise
Use this flowUpdate Card in Guru when New Filing in Beatandraise
Use this flowDelete Card from Guru when New Filing in Beatandraise
Use this flowAsk a Question to Guru when New Filing in Beatandraise
Use this flowFind answers in Guru when New Filing in Beatandraise
Use this flowList Folders from Guru when New Filing in Beatandraise
Use this flowList Cards from Guru when New Filing in Beatandraise
Use this flowList Members from Guru when New Filing in Beatandraise
Use this flowList Groups from Guru when New Filing in Beatandraise
Use this flowList Collections from Guru when New Filing in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and Guru.
When this happensTriggers
A trigger is an event that starts a workflow.
New Filing
Runs daily when a company files a new SEC filing, filtered by company, form type or 8-K item.
New Insider Transaction
Runs daily when a new Form 4 insider transaction is filed for a chosen company.
Card Created
Trigger when a user creates a card.
New Folder Created
Trigger when a new Folder Created.
New Folder Updated
Runs when Folder is updated
Folder Deleted
Trigger when a new Folder Deleted.
Do thisActions
Action is the task that follows automatically within your beatandraise integrations.
Find Filings
Find SEC filings by company, form type, 8-K item and date range, optionally with Item text.
Search Companies
Find SEC companies and filers by name or ticker and get their CIK, tickers and industry.
Get Company
Get a company's names, tickers, industry code, fiscal year end and state of incorporation.
Get Filing
Get one SEC filing's details and every document, exhibit and file it contains.
Get Filing Item
Get the text of one Item of a 10-K, 10-Q or 8-K, such as Risk Factors or MD&A.
Search Filing Text
Search the full text of SEC filings since 2020 by keywords, form, company and year.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About beatandraise
SEC EDGAR filings API: find companies and filings, read 10-K/10-Q/8-K items and financial statements, track insider trades and 13F holders.
Learn moreSimilar apps
About Guru
Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and Guru accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between beatandraise and Guru as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Guru. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Guru, and a separate workflow where Guru triggers actions in beatandraise. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between beatandraise and Guru. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Guru integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
